Craig Dewain Poulson

Current Employers

Trek Financial

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2022-05-23

UT RA
APPROVED

Since 2022-05-23

Branch Locations

Bountiful, UT • United States

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Simply Right Inc	Ogden	UT	02/2009	02/2021
Acquire Consulting Llc	South Jordan	UT	02/2021	02/2021
Acquire Consult Llc	South Jordan	UT	02/2021	03/2022
Trek Financial	Scottsdale	AZ	05/2022	Present

02/2009 → 02/2021

Simply Right Inc

Ogden, UT
02/2021 → 02/2021

Acquire Consulting Llc

South Jordan, UT
02/2021 → 03/2022

Acquire Consult Llc

South Jordan, UT
05/2022 → Present

Trek Financial

Scottsdale, AZ

Previous Registrations

2021-08-03 → 2022-03-14

Acquire Consult Llc

South Jordan, UT

Other Businesses

1) DISRUPTOR LLC, owner, not investment related, receive compensation for IAR related activities, since 2021, 4 hours per month 2) Pinnacle Wealth Strategies, LLC, DBA to conduct investment advisory services, Since 2022, 160 hours per month 3) CKC Insurance LLC, since 01/2022, life, disability, and insurance sales, 5 hours per month 4) 945 Stonehaven LLC, since 01/2022, rental property management, co-owner, 4 hours per month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-30

S65 Uniform Investment Adviser Law Examination

2021-07-30

View on SEC IAPD